Monterey Private Wealth’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$282K Buy
302
+18
+6% +$16.8K 0.08% 97
2024
Q4
$253K Hold
284
0.08% 107
2024
Q3
$201K Sell
284
-2,800
-91% -$1.99M 0.07% 124
2024
Q2
$2.08M Buy
+3,084
New +$2.08M 0.78% 26